Carta Loan Operations: Integrated Loan and Fund Operations
Loan Operations
Loan operations without limitations
Automate every step and workflow with a connected loan solution purpose-built for private credit.
Key benefits
01
Simplify loan operations
Eliminate manual processes and increase accuracy by automating key workflows from loan setup through reconciliation and reporting.
Manage your loans with ease and control Loan setup, covenant tracking
Automate loan operations at scale Interest calculations, cash reconciliation
Stay audit-ready with streamlined workflows Compliance reporting, NAV calculations
02
Capture every detail
Manage complex loans and unique terms with flexible features for everything from unitranche and delayed draw to margin ratchets and variable fees.
Leverage a custom loan structuring toolkit PIK options, multi-currency, variable rates
Track changes across your portfolio Flexible amendment and covenant doc tracking
Access loan tracking and fund performance Real-time net and deal IRR, TVPI, DPI
03
Integrate loan and fund ops
Maintain data accuracy with a unified platform where loan details flow right into your GL and interest payments record to fund-level journal entries.
Streamline fund and loan accounting Automated data flow, auditable history
One-click reporting at loan and fund level Dashboards, export reports, borrower portal
Partner with expert fund accountants Accounting services, admin support, filings
Get services and solutions to optimise your entire fund.
Every loan. Every fund. Every detail.
Unlock end-to-end automation and comprehensive control across your loan and fund operations.
Core Features
- Loan setup
- Reconciliation
- Covenant tracking
- Real-time reporting
Loan setup
Capture delayed draws, complex repayment schedules and PIK interest.
Trusted with over 9k funds and SPVs
Having everything automated in Carta helps. Other admins build their own systems and they’re full of tiny errors—even a dollar here and there can make a difference. With Carta, if your inputs are correct, your outcomes are consistent.
FAQs
You have questions, we have resources and answers.